Bordeaux Wealth Advisors LLC: AAPL position timeline

Bordeaux Wealth Advisors LLC held 154,831 AAPL shares at 2025-06-30 per its 13F-HR filed 2025-08-04.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 154,831 shares

   Change vs previous 13F -8,152 shares

   4.07% of the 13F portfolio, value $31,766,638.

   13F-HR 0001765380-25-000279 filed by Bordeaux Wealth Advisors LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-03-31

   13F 162,983 shares

   Change vs previous 13F -6,019 shares

   6.7% of the 13F portfolio, value $36,203,470.

   13F-HR 0001765380-25-000149 filed by Bordeaux Wealth Advisors LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-12-31

   13F/A 169,002 shares

   Change vs previous 13F -2,680 shares

   6.8% of the 13F portfolio, value $42,321,436.

   13F-HR/A 0001765380-25-000022 filed by Bordeaux Wealth Advisors LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-09-30

   13F 171,682 shares

   Change vs previous 13F +3,006 shares

   7.24% of the 13F portfolio, value $40,001,984.

   13F-HR 0001765380-24-000400 filed by Bordeaux Wealth Advisors LLC
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-06-30

   13F 168,676 shares

   Change vs previous 13F +13,807 shares

   6.8% of the 13F portfolio, value $35,526,612.

   13F-HR 0001765380-24-000263 filed by Bordeaux Wealth Advisors LLC
   Filed 2024-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-03-31

   13F 154,869 shares

   Change vs previous 13F -78,496 shares

   8.78% of the 13F portfolio, value $26,557,013.

   13F-HR 0001765380-24-000169 filed by Bordeaux Wealth Advisors LLC
   Filed 2024-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-12-31

   13F/A 233,365 shares

   Change vs previous 13F +3,723 shares

   15.27% of the 13F portfolio, value $44,929,842.

   13F-HR/A 0001765380-24-000075 filed by Bordeaux Wealth Advisors LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-09-30

   13F 229,642 shares

   Change vs previous 13F not available

   15.91% of the 13F portfolio, value $39,316,983.

   13F-HR 0001765380-23-000190 filed by Bordeaux Wealth Advisors LLC
   Filed 2023-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).